Making Money in Technology after the Bubble

by Harold Davis

Table of Contents

1. Executive Summary

2. About the Author and Disclaimer

1. The Post-Bubble Landscape

   • What Was the Bubble?

   • What Caused the Bubble to Burst?

   • The Telecommunications Capex Nuclear Winter

   • What Has Changed? The Emerging Landscape...

   • Technology and Venture Capital Post the Bubble

2. The Party Was Great, What a Hangover

• After the Ball is Over...

• The Amazing Hulks

• Bulking As a Business Strategy

• Business Plans and Business Models

• Funding and the New Order

3. A Taxonomy of Technology Businesses

• The Ecology of Sectors: B2C, B2B, and Infrastructure

• Crisis Mode and IT Spending

• Semiconductor and Semiconductor Equipment

• Photonics

• Biotech

• Toast or a Future?

• Valuation Methodologies and Technology Trends

4. The Opportunities Today

• Triage: Understanding What Is Worth Saving

• Consolidation and Rationalization

• The “Zombie” Company”: Taking Down a “Living Dead” Business

5. Public Investment Strategies and Tactics

• Post-Bubble Market Psychology

• Selling Short

• Hedging a Technology Portfolio

• Picking up “Goodies”

6. Conclusion: Onward and Upward

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